Bell Bank
VOO icon

Bell Bank’s Vanguard S&P 500 ETF VOO Stock Holding History

Bell Bank’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$105M Sell
149,665
-438
-0.3% -$306K 3.95% 8
2026
Q2 		$103M Buy
150,103
+1,474
+1% +$983K 3.93% 7
2026
Q1 		$88.8M Sell
148,629
-460
-0.3% -$288K 3.77% 8
2025
Q4 		$93.5M Sell
149,089
-30,894
-17% -$19.2M 4% 7
2025
Q3 		$110M Sell
179,983
-1,292
-0.7% -$762K 4.77% 6
2025
Q2 		$103M Buy
181,275
+3,280
+2% +$1.72M 4.8% 6
2025
Q1 		$91.5M Buy
177,995
+19,923
+13% +$10.8M 4.94% 5
2024
Q4 		$85.2M Buy
158,072
+73,949
+88% +$40.1M 6.34% 4
2024
Q3 		$44.4M Sell
84,123
-73,958
-47% -$37.6M 5.25% 4
2024
Q2 		$79.1M Sell
158,081
-6,530
-4% -$3.14M 6.65% 4
2024
Q1 		$79.1M Buy
164,611
+22,344
+16% +$10.2M 6.8% 4
2023
Q4 		$62.1M Buy
142,267
+21,833
+18% +$8.94M 5.99% 4
2023
Q3 		$47.3M Sell
120,434
-1,468
-1% -$600K 5.18% 4
2023
Q2 		$49.6M Sell
121,902
-171
-0.1% -$66K 5.26% 4
2023
Q1 		$45.9M Buy
122,073
+2,702
+2% +$991K 4.86% 4
2022
Q4 		$41.9M Buy
119,371
+5,360
+5% +$1.89M 4.87% 3
2022
Q3 		$37.4M Buy
114,011
+1,643
+1% +$600K 4.79% 3
2022
Q2 		$39M Buy
112,368
+2,091
+2% +$788K 4.67% 4
2022
Q1 		$45.8M Buy
110,277
+407
+0.4% +$167K 5.11% 4
2021
Q4 		$48M Buy
109,870
+32,914
+43% +$13.9M 5.47% 4
2021
Q3 		$30.4M Buy
76,956
+1,475
+2% +$598K 3.79% 5
2021
Q2 		$29.7M Sell
75,481
-92
-0.1% -$35.3K 3.92% 6
2021
Q1 		$27.5M Buy
75,573
+1,061
+1% +$376K 3.96% 6
2020
Q4 		$25.6M Buy
74,512
+2,543
+4% +$829K 3.95% 6
2020
Q3 		$22.1M Buy
71,969
+1,623
+2% +$494K 3.89% 7
2020
Q2 		$19.9M Buy
+70,346
New +$18.9M 3.7% 8

Other funds holding VOO

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
Country Trust Bank
Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Bell Bank's VOO Position: Q3 2026 in Review

Bell Bank reduced its Vanguard S&P 500 ETF (VOO) stake by 0.29% in Q3 2026, selling an estimated $306K and leaving 149,665 shares worth $105M. The position accounts for 3.95% of the portfolio, ranked #8.

Bell Bank first reported a position in VOO in Q2 2020 and has held it in 26 quarters since. The position peaked at $110M in Q3 2025. 1,974 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Bell Bank held 149,665 shares of Vanguard S&P 500 ETF worth $105M as of Q3 2026.
  • Bell Bank sold 438 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $306K.
  • Vanguard S&P 500 ETF made up 3.95% of Bell Bank's portfolio in Q3 2026, its #8 holding.
  • Bell Bank first reported a position in Vanguard S&P 500 ETF in Q2 2020 and has held it in 26 quarters since.
  • Bell Bank's Vanguard S&P 500 ETF position peaked at $110M in Q3 2025.
  • 1,974 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Bell Bank's 13F filing for Q3 2026, filed 21 Oct 2026.